Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,050,917
+$1,053,379 QoQ
Shares Held
3,448
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#978
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $15,617,764 across 8 Specialty Industrial Machinery names. GEV ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
9,586 | $6,836,831 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
3,448 | $4,050,917 | |
| 3 | EMR |
Emerson Electric Co
|
11,977 | $1,714,507 | |
| 4 | ETN |
Eaton Corp plc
|
1,887 | $804,088 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,725 | $737,030 | |
| 6 | WTS |
Watts Water Technologies Inc
|
1,490 | $583,260 | |
| 7 | OTIS |
Otis Worldwide Corp
|
8,070 | $577,812 | |
| 8 | DOV |
DOVER Corp
|
1,397 | $313,319 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,050,917 | 3,448 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,997,538 | 3,434 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,349,584 | 3,595 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,167,522 | 3,525 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,848,320 | 3,493 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,042,531 | 3,415 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $873,638 | 2,656 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $677,226 | 2,656 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $558,951 | 3,259 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||